Wealth Management Attorney

About JobotJobot is a boutique investment firm that specializes in providing expert legal advice to clients on all aspects of estate planning, including wills, trusts, power of attorney, and living wills.Job SummaryWe are seeking an experienced Estate Planning Attorney to join our team. The ideal candidate will have a strong background in tax law and estate...

About the RoleOur client, a boutique investment firm in Berwyn, PA, seeks an experienced Estate Planning Attorney to join their team. As an Estate Planning Attorney, you will provide expert legal advice to clients on all aspects of estate planning, including wills, trusts, power of attorney, and living wills.ResponsibilitiesProvide expert legal advice to...

About the RoleWe are seeking an experienced Estate Planning Attorney to join our team at Jobot. As an Estate Planning Attorney, you will be responsible for providing expert legal advice to clients on all aspects of estate planning, including wills, trusts, power of attorney, and living wills.ResponsibilitiesProvide expert legal advice to clients on all...

Job Summary:Traditions of America is seeking an experienced attorney to manage entitlements, supervise third-party experts, and oversee predevelopment permitting and approvals for its future communities.Key Responsibilities:Represent Traditions of America at public meetings and present on behalf of the companyManage outside experts, including engineers,...

Traditions of America seeks a seasoned attorney to manage entitlements, supervise third-party experts, and oversee predevelopment permitting and approvals for its future communities.Key Responsibilities:Represent the company at public meetings and manage outside expertsCoordinate with engineers, attorneys, and consultants to secure necessary permits and...

Estate Planning Attorney at JobotAbout the company:A distinguished firm specializing in investment strategies, financial consultancy, business succession planning, and estate law.Benefits: 401K with company match Comprehensive dental coverage Health insurance options Paid time off for work-life balance Vision care benefitsKey Responsibilities: Deliver...

About the RoleWe are seeking a highly skilled Senior Associate to join our Middle Office Transaction Management team. As a key member of our team, you will be responsible for overseeing all day-to-day transactional responsibilities in a fast-paced and dynamic environment.ResponsibilitiesAct as a resource within the assigned business unit to problem-solve for...

About the RoleWe are seeking an experienced leader to drive our Collection, Configuration & Readiness Practice across the Alpha platform. As Operational Readiness Lead, you will be responsible for leading the Operational Readiness program activities across the life span of an implementation, from 6 months to multiyear projects. Your expertise will be...

About the RoleWe are seeking an experienced leader to drive our Collection, Configuration & Readiness Practice across the Alpha platform. As Operational Readiness Lead, you will be responsible for leading the Operational Readiness program activities across the life span of an implementation, from 6 months to multiyear projects. Your expertise will be...

About the RoleWe are seeking an experienced Assistant Vice President to join our Investment Manager Services team in a Transaction Management role. As a key member of our team, you will be responsible for managing the day-to-day activities and controls, ensuring consistency of policies and adherence to procedures.Key ResponsibilitiesDevelops and ensures the...

Job Title: Middle Office Associate About the Role: As a Middle Office Associate at State Street, you will play a critical role in supporting our premier investment management clients. You will work collaboratively with teams from around the globe to ensure timely and effective processing of requests. Your responsibilities will include preparing and...

About Sequoia Financial GroupSequoia Financial Group is a dynamic and growing Registered Investment Advisor (RIA) based in Northeast Ohio. Our mission is to enrich lives through financial planning and wealth management services.Job SummaryWe are seeking a highly motivated and detail-oriented Client Service Associate to join our team. This role will support a...

About Sequoia Financial GroupSequoia Financial Group is a dynamic and growing Registered Investment Advisor (RIA) headquartered in Northeast Ohio. Our mission is to enrich lives by providing exceptional financial planning and wealth management services. We value integrity, passion, and teamwork, and we're committed to creating a work environment that fosters...

About Sequoia Financial GroupSequoia Financial Group is a dynamic and growing Registered Investment Advisor (RIA) headquartered in Northeast Ohio. Our mission is to enrich lives through financial planning and wealth management services. We value integrity, passion, and teamwork, and we're committed to creating a work environment that fosters growth and...

About the RoleWe are seeking a highly motivated and detail-oriented Middle Office Associate to join our team. As a key member of our operations team, you will be responsible for ensuring the smooth processing of transactions and providing exceptional client service.Key ResponsibilitiesAct as a resource within the assigned business unit to problem-solve for...

Job SummaryWe are seeking a highly motivated and detail-oriented Middle Office Associate to join our team. As a Middle Office Associate, you will be responsible for supporting the day-to-day operations of our business unit, including transaction processing, client reporting, and problem-solving. Key Responsibilities:•Act as a resource within the assigned...

Job Summary: Envestnet is seeking a skilled QA Automation Engineer to ensure the delivery of high-quality software by participating in defining and executing test cases for front-end and back-end systems. This role requires a professional with strong communication, analytical, and problem-solving skills with experience in automating test processes and...

Job Title: Wealth DirectorBryn Mawr Trust, a WSFS Company, offers comprehensive wealth management solutions, including planning and advisory services, investment management, trust and estate planning, and brokerage services to individual, corporate, and institutional clients.Job Summary:The Wealth Director leads a cross-functional team of wealth...

Job Title: Immigration AttorneyAt Alexandra Lozano Immigration Law PLLC, we are seeking a highly skilled and dedicated Immigration Attorney to join our team. As an Immigration Attorney, you will play a critical role in helping us achieve our mission of changing the lives of the Latino immigrant community through zealous advocacy, creative solutions, and...

Overview:Alexandra Lozano Immigration Law PLLC is a dynamic, mission-driven company dedicated to changing the lives of the Latino immigrant community through zealous advocacy, finding creative solutions, and aggressive legal strategies.Responsibilities:Conducting legal research to support cases, drafting legal documents, and providing written analyses of...

Job Description Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The...

Job DescriptionBryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses.The...

Job Description Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The...

About Victory Law OfficeWe are a fast-paced law firm seeking a highly skilled and organized Paralegal/Legal Clerk to join our team. As a Paralegal/Legal Clerk, you will play a critical role in supporting our attorneys and ensuring the smooth operation of our office.ResponsibilitiesClient Communication: Handle phone calls and respond to client inquiries in a...

Job SummaryWe are seeking a highly skilled and experienced Investment Manager Services Transaction Management professional to join our team at State Street Corporation.The successful candidate will be responsible for developing and ensuring the effectiveness of the unit's plan for the direction and training activities of the staff through subordinate...

Job Title: Legal Assistant/ParalegalVICTORY LAW OFFICE is seeking a highly skilled and organized Paralegal/Legal Assistant to join our team. As a key member of our support staff, you will play a vital role in ensuring the smooth operation of our law office.Responsibilities:Manage phone calls, schedule appointments, and maintain case files with precision and...

Victory Law Office is seeking motivated and detail-oriented individuals to join our team as Legal Assistants/Paralegals. We are a fast-paced legal practice with a commitment to providing exceptional client service. This role offers the opportunity to gain valuable experience in a dynamic legal environment. Responsibilities Provide administrative support...

Summary of Role:Traditions of America, a national leader in the development of 55+ lifestyle communities, seeks an experienced individual to manage entitlements, supervision of third party experts, predevelopment permitting, approvals, municipal public meetings and manage due diligence for its future communities.Principal Duties and Responsibilities:Attend...

Summary of Role:Traditions of America, a national leader in the development of 55+ lifestyle communities, seeks an experienced individual to manage entitlements, supervision of third party experts, predevelopment permitting, approvals, municipal public meetings and manage due diligence for its future communities.Principal Duties and Responsibilities:Attend...

Summary of Role:Traditions of America, a national leader in the development of 55+ lifestyle communities, seeks an experienced individual to manage entitlements, supervision of third party experts, predevelopment permitting, approvals, municipal public meetings and manage due diligence for its future communities.Principal Duties and Responsibilities:Attend...

Job descriptionFast paced law firm looking to hire a paralegal/legal clerk. 2 positions currently available. Potential candidate must be fluent in Spanish, have great communication skills, and be able to multi task.  Responsibilities include handling phone calls, scheduling, managing case files, translating for attorneys.Prior experience in an office...

Client Service AssociateSequoia Financial Group is a dynamic and growing Registered Investment Advisor (RIA) headquartered in Northeast Ohio, offering comprehensive financial planning and wealth management services. Our mission is to enrich lives by providing exceptional client experiences and fostering a culture of excellence.Key Responsibilities:Support a...

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values...

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are: ...

Job Title: Middle Office Integration Business Architect ServicesState Street is seeking a highly skilled Middle Office Integration Business Architect Services to join our team. As a key member of our Model Office integration team, you will play a critical role in implementing and recommending Alpha platform end-to-end integration.About the RoleAs a Middle...

Job Description Who we are looking for In this role, you will work with State Street teams from around the globe to support premier investment management clients. You will have immediate responsibility to oversee all day-to-day transactional responsibilities in a fast-paced, flexible and exciting environment. Why this role is important to us You will be...

Job Description Who we are looking for In this role, you will work with State Street teams from around the globe to support premier investment management clients. You will have immediate responsibility to oversee all day-to-day transactional responsibilities in a fast-paced, flexible and exciting environment. Why this role is important to us You will be...